Braden Proctor, financial advisor Holland MI
93 score

Braden Proctor

CRD Number: 4518967
Current Firm: S.a. Mason, LLC

Braden Proctor (CRD# 4518967) is an Investment Advisor Representative working at S.a. Mason, LLC in Holland, MI and has over 14 years of experience in the finance industry.

Similar Advisors
Bradley Maclachlan, financial advisor Holland MI
Bradley R. Maclachlan
CRD# 5902736
Robert W. Baird & Company Incorporated
Score
101
Similar Advisors
Jana Plaisier, financial advisor Holland MI
Jana M. Plaisier
CRD# 1590785
Plaisier Financial Group LLC
Score
101
Similar Advisors
Kurt Arvidson, financial advisor Holland MI
Kurt M. Arvidson
CRD# 1867408
Norris Perne & French LLP
Score
96
Company Name Location Dates Years
S.a. Mason LLC Grand Haven, MI May 2013 - Current 3
Founders Bank And Trust Grand Rapids, MI Apr 2008 - May 2013 5
Scudder Distributors, Inc. Chicago, IL Mar 2002 - May 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Braden L. Proctor
Phone Number: 616-355-3500
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    349
    MILLIONS
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $1,245,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

Ready to hire a financial advisor? Get competitive proposals from Braden Proctor and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.